Securities Service Network Recruits New York Practice With $180 Million In Client Assets; Advances On Strategic Growth Plan Targeting Tax-Focused Teams

SSN Marketing News

— Ladenburg Subsidiary Brings on Saratoga Springs-based Retirement Planning Group; Prepares to Roll Out Educational and Analytical Tools After an Extensive R&D Process  — KNOXVILLE, Tenn., Feb. 6, 2019 /PRNewswire/ — Securities Service Network, LLC (“SSN”), a leading independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), today …

Help Middle Income Clients Avoid this Social Security Trap

SSN Marketing Tax Tips

Help Middle Income Clients Avoid this Social Security Trap By Corey Keltner, Practice Development Specialist In 1983, Congress passed a rule that made Social Security distributions taxable for the first time since it began. Up to 50% of Social Security could become taxable under a quirky formula if “combined income exceeds a threshold amount” which, at the time, was $25,000 …

Ladenburg Thalmann Launches Advanced Planning Group And Expanded Rollout Of Link To The Future Program At Second Annual Elevate Advisory Symposium

SSN Marketing Corporate Office, News, Press Release

— Advanced Planning Group Helps Financial Advisors Across Ladenburg’s Independent Advisory and Brokerage Subsidiaries to Provide Sophisticated Solutions to Complex Issues for High Net Worth Clients  — — Expanded Rollout of Link to the Future Initiative Accelerates Cultivation of Next Gen Financial Advisors Among College Students — MIAMI, Jan. 15, 2019 /PRNewswire/ – Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, …

Social Security and the Big Financial Planning Picture

SSN Marketing Tax Tips

Social Security and the Big Financial Planning Picture By Corey Keltner, Practice Development Specialist The first Social Security tip I want to discuss relates to the bigger financial planning picture. It’s easy for clients to think that Social Security is just a switch that can be flipped on when they are ready to retire, but we really need to convince …

Security Tips – Hovering Over Links

SSN Marketing IT

Security Tips – Hovering Over Links By Jonathon Bishop, Security Analyst How can you tell if an email contains harmful viruses? Typos, poor grammar, urgent messages or even a spoofed domain are common red flags, but the most critical tell-tale sign of a phishing email: a mismatched or fake URL. Why is hovering important? What can it do for you? …

Get Tax Savvy

SSN Marketing Business Development, Marketing

SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses. If you are interested in learning how to differentiate and grow your practice by boosting your ability to serve clients’ tax planning needs, we encourage you to visit: www.joinssn.com/tax-savvy